CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $58.4B
1-Year Est. Return 19.68%
This Quarter Est. Return
1 Year Est. Return
+19.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$28.5B
AUM Growth
+$2.58B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$84.6M
2
+$79.9M
3
+$77.6M
4
MSFT icon
Microsoft
MSFT
+$77.3M
5
V icon
Visa
V
+$65.4M

Top Sells

1
+$95.6M
2
+$74.4M
3
+$66.2M
4
WDAY icon
Workday
WDAY
+$62.3M
5
SSNC icon
SS&C Technologies
SSNC
+$51.6M

Sector Composition

1 Technology 20.47%
2 Healthcare 13.66%
3 Financials 13.6%
4 Energy 13.45%
5 Consumer Discretionary 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$7.43M 0.03%
62,619
-3,647
327
$7.42M 0.03%
318,260
-7,915
328
$7.38M 0.03%
101,645
-246
329
$7.35M 0.03%
111,533
+20,159
330
$7.17M 0.03%
146,038
-2,993
331
$7.09M 0.02%
76,746
-13,693
332
$7.04M 0.02%
61,168
+1,432
333
$6.97M 0.02%
+179,724
334
$6.8M 0.02%
68,186
+119
335
$6.77M 0.02%
136,812
336
$6.64M 0.02%
126,422
+6,107
337
$6.5M 0.02%
+312,432
338
$6.42M 0.02%
96,368
-49
339
$6.3M 0.02%
106,179
-124
340
$6.28M 0.02%
52,094
+34
341
$6.17M 0.02%
253,888
-525,900
342
$6.08M 0.02%
30,288
-338
343
$6.04M 0.02%
22,056
-3,032
344
$6M 0.02%
227,736
-693
345
$5.88M 0.02%
132,500
-1,675,540
346
$5.84M 0.02%
159,070
-85,510
347
$5.81M 0.02%
57,557
-6,197
348
$5.73M 0.02%
72,942
+1,007
349
$5.6M 0.02%
32,662
-1,366
350
$5.57M 0.02%
149,749
-2,291
12 13
14
15 16